See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,153 | $100,754+84.8% | $86,677+114.8% | $134,475+38.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.01% | 29.04%-32.0pp | 35.91%-38.9pp | 417.96%-421.0pp |
| Employer contribution / active EE | $5,092 | $3,489+45.9% | $2,836+79.5% | $4,740+7.4% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $106,555 | $10,926+875.2% | $7,493+1322.0% | $11,426+832.6% |